Brave Warrior Advisors
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Glenn Greenberg's Brave Warrior Advisors reported 35 stock positions worth $4.4 billion. Its top holding was Elevance Health (ELV) at 15.7% of the portfolio, followed by TD Synnex (SNX, 9.7%) and Onemain (OMF, 8.2%). Compared with Q4 2024, it opened 4 new positions, added to 5 and reduced 13. The biggest buy was a new position in SLM (SLM) and the biggest sale Discover Financial Services (DFS, shares −36%).
- Most Recent 13F
- Q2 2026
- Notable People
- Glenn Greenberg
- Location
- New York, NY
- CIK
- 0001553733
- Portfolio Value
- $4.4B (Q1 2025)
- SEC Filing
- 0001172661-25-002393 ↗ filed May 15, 2025
Holdings Value
Holdings 35 stocks · $4.4B
| ELV Elevance Health Inc. | 15.72% | 1,577,570 | $686.2M | Reduce -3.2% |
| SNX TD Synnex Corp. | 9.71% | 4,076,466 | $423.8M | Reduce -1.7% |
| OMF Onemain Holdings Inc. | 8.22% | 7,343,636 | $359.0M | Reduce -1.3% |
| SLM SLM Corp. | 6.36% | 9,455,374 | $277.7M | New |
| DFS Discover Financial Services | 6.29% | 1,608,880 | $274.6M | Reduce -36.3% |
| LEN Lennar Corp. Class A | 5.76% | 2,189,608 | $251.3M | Add +23.4% |
| PRI Primerica Inc. | 5.44% | 834,654 | $237.5M | Reduce -2.3% |
| MPLX MPLX LP | 5.35% | 4,364,086 | $233.6M | Reduce -1.2% |
| RYAAY Ryanair Holdings PLC-SP ADR | 5.31% | 5,476,889 | $232.1M | Reduce -2.3% |
| FNF Fidelity National Financial | 5.27% | 3,533,961 | $230.0M | Reduce -40.8% |
| MRP Millrose Properties | 4.83% | 7,958,813 | $211.0M | Add +797.1% |
| FG F&G Annuities & Life Inc. | 4.37% | 5,289,163 | $190.7M | Reduce -2.1% |
| AN Autonation Inc. | 4.19% | 1,130,055 | $183.0M | Reduce -22.7% |
| BLDR Builders Firstsource Inc. | 3.55% | 1,241,578 | $155.1M | New |
| DHI D.R. Horton Inc. | 3.42% | 1,174,997 | $149.4M | Add +50.4% |
| COF Capital One Financial Corp. | 2.59% | 631,553 | $113.2M | Add +42003.5% |
| LAD Lithia Motors Inc. | 2.57% | 381,889 | $112.1M | Reduce -37.7% |
| AM Antero Midstream Corp. | 0.79% | 1,918,528 | $34.5M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.08% | 21,858 | $3.4M | No change |
| JPM JPMorgan Chase & Co. | 0.03% | 5,643 | $1.4M | No change |
| CMCSA Comcast Corp. Class A | 0.03% | 31,094 | $1.1M | No change |
| ICLR Icon PLC | 0.02% | 5,000 | $875K | Add +66.7% |
| HCA HCA Healthcare Inc. | 0.02% | 1,923 | $664K | Reduce -43.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 14,532 | $606K | No change |
| GOOG Alphabet Inc. Class C | 0.01% | 3,790 | $592K | No change |
| PGR Progressive Corp. | 0.01% | 1,746 | $494K | No change |
| MSFT Microsoft Corp. | 0.01% | 1,275 | $479K | No change |
| ALLY Ally Financial Inc. | 0.01% | 10,000 | $365K | No change |
| MAR Marriott International Class A | 0.01% | 1,194 | $284K | No change |
| AMZN Amazon.com Inc. | 0.01% | 1,400 | $266K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 499 | $261K | No change |
| MA Mastercard Inc. Class A | 0.01% | 422 | $231K | No change |
| MCO Moody's Corp. | 0.01% | 471 | $219K | No change |
| V Visa Inc. Class A | 0.01% | 618 | $217K | New |
| SPGI S&P Global Inc. | 0.00% | 401 | $204K | New |
Portfolio Sells Q4 2024 → Q1 2025
| DFS Discover Financial Services | Reduce -36.3% | 6.29% | −4.59 |
| FNF Fidelity National Financial | Reduce -40.8% | 5.27% | −3.08 |
| LAD Lithia Motors Inc. | Reduce -37.7% | 2.57% | −2.88 |
| SNX TD Synnex Corp. | Reduce -1.7% | 9.71% | −2.40 |
| AN Autonation Inc. | Reduce -22.7% | 4.19% | −1.98 |
| OMF Onemain Holdings Inc. | Reduce -1.3% | 8.22% | −1.43 |
| FG F&G Annuities & Life Inc. | Reduce -2.1% | 4.37% | −1.20 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -2.3% | 5.31% | −0.76 |
| PRI Primerica Inc. | Reduce -2.3% | 5.44% | −0.33 |
| HCA HCA Healthcare Inc. | Reduce -43.0% | 0.02% | −0.01 |
| AM Antero Midstream Corp. | Reduce -0.7% | 0.79% | +0.07 |
| MPLX MPLX LP | Reduce -1.2% | 5.35% | +0.09 |
| ELV Elevance Health Inc. | Reduce -3.2% | 15.72% | +0.76 |
Portfolio Buys Q4 2024 → Q1 2025
| SLM SLM Corp. | New | 6.36% | +6.36 |
| MRP Millrose Properties | Add +797.1% | 4.83% | +4.25 |
| BLDR Builders Firstsource Inc. | New | 3.55% | +3.55 |
| COF Capital One Financial Corp. | Add +42003.5% | 2.59% | +2.59 |
| DHI D.R. Horton Inc. | Add +50.4% | 3.42% | +0.70 |
| V Visa Inc. Class A | New | 0.01% | +0.01 |
| SPGI S&P Global Inc. | New | 0.00% | +0.00 |
| ICLR Icon PLC | Add +66.7% | 0.02% | +0.00 |
| LEN Lennar Corp. Class A | Add +23.4% | 5.76% | −0.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $4.6B | ICLR, OMF, SNX, ELV, SLM |
| Q1 2026 | 36 | $4.0B | SNX, OMF, ICLR, ELV, AN |
| Q4 2025 | 33 | $4.3B | OMF, SNX, ELV, SLM, AN |
| Q3 2025 | 33 | $4.3B | ELV, SNX, OMF, SLM, AN |
| Q2 2025 | 35 | $4.4B | SNX, OMF, ELV, COF, SLM |
| Q1 2025 | 35 | $4.4B | ELV, SNX, OMF, SLM, DFS |
| Q4 2024 | 30 | $4.0B | ELV, SNX, DFS, OMF, FNF |
| Q3 2024 | 32 | $4.8B | ELV, DFS, SNX, PRI, FNF |
| Q2 2024 | 27 | $4.5B | ELV, DFS, PRI, APO, SNX |
| Q1 2024 | 29 | $4.8B | ELV, PRI, FNF, DFS, APO |